Learn techniques to effectively manage a calendar to improve the organization and productivity of your office.
One of the most challenging tasks administrative professionals face while on the job is managing the calendar of a busy executive. A major component of mastering calendar management involves being able to successfully coordinate appointments in a way that maximizes your boss' time and makes him or her more productive and efficient. Whether you manage one or multiple busy calendars, this presentation will help you understand steps for how to properly set up the calendar for successful appointment booking, along with a review of some of the best practices when scheduling meetings. Further, after all the hard work has been done to coordinate and set up appointments, we will cover the steps of one of the most overlooked and neglected details in the process--effective appointment confirmations. Through all this and more, you will walk away with practical guidance that you will be able to put into practice right away!
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Effective Calendar Management
- Taking Control of the Calendar
- How to Develop a Calendar Template
- Efficient Communication With the Boss
Best Practices for Appointment Coordination
- Avoiding Miscommunications
- Coordinating Appointments With Multiple Parties
- Protecting Your Boss' Time
The Importance of Appointment Confirmations
- How to Avoid Appointment Cancellations and No-Shows
- Handling Client Appointment Confirmations
- Best Practices for Confirming Appointments
Calendaring Tools and Technology
- Using Technology Effectively
- Calendaring Systems
- Appointment Booking Tools
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on May 22, 2024.
Call 1-866-352-9540 for further credit information.
- IAAP 1.0
- All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
MP3 Download
No credit available.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Kristina Schneider
The Ultimate Estate Planner, Inc.
- Practice Success Coach for The Ultimate Estate Planner, Inc., a business consulting firm that helps assist estate planning attorneys and their support staff with practice-management and marketing
- Conducts in-depth practice-management training for estate planning law firms, along with additional consulting and coaching services to help with ongoing implementation
- Prior to transitioning into her current role, she served as the Executive Assistant for over eight years to the president of The Ultimate Estate Planner and nationally renowned estate planning attorney, Philip Kavesh
- Presented several educational programs for her organization on a number of business practices, including calendar and time management, hiring and training of administrative personnel, and marketing
- Written numerous articles featured on the company’s website, offering administrative professionals useful and practical guidance on everyday issues in the office; additionally, she offers a free weekly email subscription for administrative staff on similar topics
- B.S.B.A. degree, Pepperdine University; currently pursuing her master’s degree in business administration, Pepperdine Graziadio Business School
- Can be contacted at [email protected]
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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